Lead Agent- Order Management

KEY RESPONSIBILITIES: 

People:

• Identify with manager / supervisor, develop, and mentor your No. 2, 3.
• Allocate workloads within Documentation team to ensure smooth operations.
• Ensure OM employee meets company standards of 52 hours training per year.
• Follow-up new hires training as per company standards.
• Periodically communicate department goals and expectations with team to ensure buy-in and accountability.

Operations:

• Process shipments in Expeditors transportation system within timeline specified by Ocean Lateral and OPS.
• Ensure OM Workflows, and other customized reports are monitored to manage exceptions daily.
• Ensure invoices are billed and sent to customers no later than Tuesday 17:00 after the sailing week.
• Maintain strong relationships with service providers.
• Meet compliance at all times.
• Understand department process flow, constantly looking for areas of improved efficiency.
• Audit files and work with the team on meeting operating process standards.

Customer:

•  Assist the manager and supervisor in timely responding to requests for information.
• Build and maintaining strong relationships with customers.
• Participate in the transition of new business / updates to existing business.
• Assist in retention calls and complete customer reviews with your regular customers to document in the CRM.
• Join weekly sales meeting.

Finance:

•  Proactively work to maintain and monitor invoice payment within terms.
• Ensure company credit procedures are followed and utilized effectively.
• Participate in weekly A/R meeting.

Compliance:

• Promote compliance in diligently following all company policies and regulations and in being the role model of integrity and pride for all employees.
• Proactively communicate with the team to ensure continuous awareness and understanding of policies and regulations.
• Maintain a positive relationship with the Trade Compliance Manager and support all compliance efforts and trainings.

Culture:

•  Proactively promote the company’s 10 cultural attributes: Appearance, Attitude, Confidence, Curiosity, Excellence, Integrity, Pride, Resolute, Sense of Humor, and Visionary.

Systems:

• Be open to implementing new system changes and enhancements with your team. · Be involved and suggest system/process improvements. · Set the tone of this environment within your team.